Area Manager

Designation

Area Manager

Role

Sales, Business Development & Team Management.

Industry

Financial Services / Broking

Academic background

Bachelor’s degree in finance, Commerce, Economics, or a related field (MBA preferred).

Reporting to

Cluster Head/Regional Head

Team Management

1+ Minimum 15 Team Member

Work experience

8+ years of experience in the equity market, with at least 4 years in a leadership or managerial role.

Key Responsibilities

1. Business Development:

• Develop and execute strategies to achieve equity sales and revenue targets in the assigned area.
• Explore & execute selling of third part products to new as well as existing clients.
• Identify and cultivate new business opportunities with institutional and retail investors.
• Monitor market trends and competitor activities to recommend strategies for growth.

1. Team Leadership:

• Recruit, train, and manage a team of relationship managers and sales executives.
• Set performance objectives, monitor progress, and provide regular feedback and coaching.
• Foster a high-performance culture through effective leadership and motivation.

1. Client Relationship Management:

• Build and maintain strong relationships with key clients, stakeholders, and business partners.
• Provide tailored investment solutions based on client needs and risk profiles.
• Ensure high levels of customer satisfaction and retention.

1. Operations and Compliance:

• Ensure compliance with company policies, industry regulations, and ethical standards.
• Oversee the operational activities related to equity trading, portfolio management, and reporting.
• Manage risk effectively by adhering to compliance and regulatory guidelines.

1. Market Insights and Strategy:

• Analyze market trends and economic indicators to provide actionable insights.
• Collaborate with research teams to deliver timely equity market updates and reports to clients.
• Assist in designing and implementing marketing campaigns for equity products.

1. Reporting and Analytics:

• Prepare and present performance reports, sales forecasts, and strategic plans to senior management.
• Use data-driven insights to refine strategies and improve outcomes.

Key Competence

• Strong understanding of equity markets, investment products, and financial instruments.
• Proven leadership and team management skills.
• Excellent communication, negotiation, and client relationship management abilities.
• Strong analytical and problem-solving skills.